QMSrs work Instruction
Asset Management Work Instruction
This document is the Work Instruction (WI) for
Asset Management
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 2 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
2
INTRODUCTION .............................................................. 3
PURPOSE ......................................................................... 3
SCOPE ............................................................................. 3
REFERENCED DOCUMENTS .................................................. 3
ASSET MANAGEMENT WORK INSTRUCTION ................. 4
ASSET MANAGEMENT PROCESS ........................................... 4
ASSET SETTING ................................................................. 4
ADD AN ASSET ................................................................ 13
MANAGE ASSETS ............................................................ 17
MANAGE ASSET CALIBRATION ........................................... 19
MANAGE ASSET DEPRECIATION ......................................... 21
MANAGE ASSET ELECTRICAL TEST....................................... 23
MANAGE ASSET MAINTENANCE ......................................... 25
REPORTS ....................................................................... 28
QUALITY RECORDS AND ARCHIVES ............................. 32
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 3 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
3
INTRODUCTION
This document is the Work Instruction (WI) for Asset Management
PURPOSE
This WI defines the steps that are followed to add, update and monitor the assets
inside the organisation.
SCOPE
The WI applies to the QMSrs Tool set that accompanies this WI
REFERENCED DOCUMENTS
Doc. No.
Doc. Description
QMSrs-T-00-E
QMSRS Document Template
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 4 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
4
ASSET MANAGEMENT WORK INSTRUCTION
ASSET MANAGEMENT PROCESS
This section displays the flow of the process.
ASSET SETTING
This section explains how to manage the default values that will be used in the
addition of the asset.
ACQUISITION METHOD
In this section the user can add, edit and delete the asset acquisition methods.
ADD ASSET ACQUISITION METHOD:
Go to Asset Management section in the QMS.
From Asset Settings select ‘Acquisition Method’.
Click on create icon“ “.
Enter the new asset acquisition method in the blank box then enter its
description.
Click on “Save “to save the amended data or “Cancel” to cancel the changes.
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 5 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
5
EDIT ASSET ACQUISITION METHOD:
Go to Asset Management section in the QMS.
From Asset Settings select ‘Acquisition Method’.
Click on edit icon“ “beside the acquisition method that you want to edit.
Make the necessary changes.
Click on “Save “to save the amended data or “Cancel” to cancel the changes.
DELETE ASSET ACQUISITION METHOD:
Go to Asset Management section in the QMS.
From Asset Settings select ‘Acquisition Method’.
Click on delete icon “ “beside the acquisition method that you want to
delete.
To delete the acquisition method click on “OK “or “Cancel “to cancel deleting.
ASSET CATEGORY
In this section the user can add, edit and delete the asset categories.
ADD ASSET CATEGORY:
Go to Asset Management section in the QMS.
From Asset Settings select ‘Asset Category’.
Click on create icon“ “.
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 6 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
6
Enter the new category of the asset in the blank box then enter its
description.
Click on “Save “to save the amended data or “Cancel” to cancel the changes.
EDIT ASSET CATEGORY:
Go to Asset Management section in the QMS.
From Asset Settings select ‘Asset Category'.
Click on edit icon“ “beside the category that you want to edit.
Make the necessary changes.
Click on “Save “to save the amended data or “Cancel” to cancel the changes.
DELETE ASSET CATEGORY:
Go to Asset Management section in the QMS.
From Asset Settings select ‘Asset Category’.
Click on delete icon “ “beside the category that you want to delete.
To delete the asset category click on “OK “or “Cancel “to cancel deleting.
ASSET STATUS
In this section the user can add, edit and delete the asset status.
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 7 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
7
ADD ASSET STATUS:
Go to Asset Management section in the QMS.
From Asset Settings select ‘Asset Status’.
Click on create icon“ “.
Enter the new status of the asset in the blank box then enter its description.
Click on “Save “to save the amended data or “Cancel” to cancel the changes.
EDIT ASSET STATUS:
Go to Asset Management section in the QMS.
From Asset Settings select ‘Asset Status’.
Click on edit icon“ “beside the status that you want to edit.
Make the necessary changes.
Click on “Save “to save the amended data or “Cancel” to cancel the changes.
DELETE ASSET STATUS:
Go to Asset Management section in the QMS.
From Asset Settings select ‘Asset Status’.
Click on delete icon “ “beside the status that you want to delete.
To delete the asset status click on “OK “or “Cancel “to cancel deleting.
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 8 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
8
CALIBRATION STATUS
In this section the user can add, edit and delete the calibration status of the asset.
ADD CALIBRATION STATUS:
Go to Asset Management section in the QMS.
From Asset Settings select ‘Calibration Status’.
Click on create icon“ “.
Enter the new status of the calibration in the blank box then enter its
description.
Click on “Save “to save the amended data or “Cancel” to cancel the changes.
EDIT CALIBRATION STATUS:
Go to Asset Management section in the QMS.
From Asset Settings select ‘Calibration Status’.
Click on edit icon“ “beside the status that you want to edit.
Make the necessary changes.
Click on “Save “to save the amended data or “Cancel” to cancel the changes.
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 9 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
9
DELETE CALIBRATION STATUS:
Go to Asset Management section in the QMS.
From Asset Settings select ‘Asset Status’.
Click on delete icon “ “beside the asset status that you want to delete.
To delete the asset status click on “OK “or “Cancel “to cancel deleting.
DEPRECIATION METHOD
In this section the user can add, edit and delete the asset depreciation methods.
ADD ASSET DEPRECIATION METHOD:
Go to Asset Management section in the QMS.
From Asset Settings select ‘Depreciation Method’.
Click on create icon“ “.
Enter the new asset depreciation method in the blank box then enter its
description.
Click on “Save “to save the amended data or “Cancel” to cancel the changes.
EDIT ASSET DEPRECIATION METHOD:
Go to Asset Management section in the QMS.
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 10 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
10
From Asset Settings select ‘ Depreciation Method’.
Click on edit icon“ “beside the depreciation method that you want to edit.
Make the necessary changes.
Click on “Save “to save the amended data or “Cancel” to cancel the changes.
DELETE ASSET DEPRECIATION METHOD:
Go to Asset Management section in the QMS.
From Asset Settings Select ‘Depreciation Method’.
Click on delete icon “ “beside the depreciation method that you want to
delete.
To delete the depreciation Method click on “OK “or “Cancel “to cancel
deleting.
ELECTRICAL TEST STATUS
In this section the user can add, edit and delete the status of the asset electrical test.
ADD ELECTRICAL TEST STATUS:
Go to Asset Management section in the QMS.
From Asset Settings select ‘Electrical Test Status’.
Click on create icon“ “.
Enter the new electrical test status in the blank box then enter its description.
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 11 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
11
Click on “Save “to save the amended data or “Cancel” to cancel the changes.
EDIT ELECTRICAL TEST STATUS:
Go to Asset Management section in the QMS.
From Asset Settings select ‘Electrical Test Status’.
Click on edit icon“ “beside the electrical test status that you want to edit.
Make the necessary changes.
Click on “Save “to save the amended data or “Cancel” to cancel the changes.
DELETE ELECTRICAL TEST STATUS:
Go to Asset Management section in the QMS.
From Asset Settings select ‘Electrical Test Status’.
Click on delete icon “ “beside the electrical test status that you want to
delete.
To delete the electrical test status click on “OK “or “Cancel “to cancel
deleting.
MAINTENANCE STATUS
In this section the user can add, edit and delete the maintenance status of the
assets.
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 12 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
12
ADD MAINTENANCE STATUS:
Go to Asset Management section in the QMS.
From Asset Settings select ‘Maintenance Status’.
Click on create icon“ “.
Enter the new maintenance status in the blank box then enter its description.
Click on “Save “to save the amended data or “Cancel” to cancel the changes.
EDIT MAINTENANCE STATUS:
Go to Asset Management section in the QMS.
From Asset Settings select ‘Maintenance Status’.
Click on edit icon“ “beside the maintenance status that you want to edit.
Make the necessary changes.
Click on “Save “to save the amended data or “Cancel” to cancel the changes.
DELETE MAINTENANCE STATUS:
Go to Asset Management section in the QMS.
From Asset Settings select ‘Maintenance Status’.
Click on delete icon “ “beside the maintenance status that you want to
delete.
To delete the maintenance status click on “OK “or “Cancel “to cancel
deleting.
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 13 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
13
ADD AN ASSET
This section explains how to add an asset. Anyone in the organisation who has access
to the QMS can add an asset
Go to Asset Management section in the QMS.
Select “Add an Asset”.
Fill the mandatory fields with the red asterisk ‘*’ and any other fields you
have data for.
Click on save icon “ ” to save changes that appears at the top of the
window.
Asset Entry Fields
Below are the fields to be completed when adding an asset
Field Name
Description
Asset Details
Asset Category
Select from the drop down list or add new category by
click on (+) sign
Asset TAG
Enter the ID of the asset
Other TAG
Enter another ID for the asset
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 14 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
14
Serial Number
Enter the asset identified serial number
Barcode
Enter the asset barcode number
Model
Enter the asset model
Manufacturer
Enter the asset manufacturer
Description
Enter the description (nature) of asset
Asset Status
Select from the drop down list or add new status by
clicking on ( ) sign
Purchase Details
Supplier
Click on search sign" " to choose the party type then
select from the drop down list
Work Request
Number
Enter the number of work order request for the asset
Accounting Code
Enter the code of accounting for the asset
Purchase Date
Select the date by which the asset was purchased from
the calendar
Price
Enter the purchase price of the asset then select the
currency from the drop down list
Purchase Order
Number
Enter the purchase number
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 15 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
15
Billable
Check in billable box if the asset is billable
Cost Centre
Select the cost centre from drop down list or add new
centre by clicking on ( ) sign
Other Cost Centre
Select the other cost centre from drop down list or add
new centre by clicking on ( ) sign
Billing Category
Select the billing category from drop down list or add
new category by clicking on ( ) sign
Acquisition Method
Select the Acquisition method from drop down list or
add new method by clicking on ( ) sign
Acquisition Date
Select the Acquisition date form calendar
Installation Date
Select the installation date form calendar
Depreciation
Method
Select the method from drop down list or add new
method by clicking on ( ) sign
Depreciation life
Enter the asset depreciation life and select the value
from drop down list (years, months, days)
Owner Information
Organization Unit
Select the organization unit from the drop down list
Room No
Enter the room number where the asset is found
Floor No
Enter the floor number where the asset is found
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 16 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
16
Asset Owner
Click on search sign" " to choose the organization unit
then select from the drop down list
Another Asset
Owner
Click on search sign" " to choose the organization unit
then select from the drop down list
External Asset
Owner
Click on search sign" " to choose the party type then
select from the drop down list
Additional Notes
Enter any other notes about the asset
Asset Lifecycle
Has Calibration
Check “Has calibration “ box if the asset has calibration
before and after installation
To fill the calibration details:
Enter the frequency and select the value from drop
down list (years, months, days)
To select a document, Click on search sign" " then
select the type and the document from the drop down
lists
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 17 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
17
MANAGE ASSETS
In this section the user can edit an asset, delete an asset and use the filter to search
for an asset using varying criteria.
EDIT AN ASSET
Has Maintenance
Check “Has maintenance “ box if the asset will be
maintained after installation
To fill the maintenance details:
Enter the frequency and select the value from drop
down list (years, months, days)
To select a document, Click on search sign" " then
select the type and the document from the drop down
lists
Has Electrical Test
Check in “Has electrical test “if the asset has test before
and after installation
To fill the electrical test details:
Enter the frequency and select the value from drop
down list (years, months, days)
To select a document, Click on search sign" " then
select the type and the document from the drop down
list
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 18 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
18
Go to Asset Management section in the QMS.
Select ‘Manage Assets’.
Click on edit icon“ “beside the asset that you want to edit.
Make the necessary changes.
Click on “Save “to save the amended data or “Cancel” to cancel the changes.
DELETE AN ASSET
Go to Asset Management section in the QMS.
Select ‘Manage Assets’.
Click on delete icon “ “beside the asset that you want to edit.
To delete the asset click on “OK “or “Cancel “to cancel deleting.
ARCHIVE AN ASSET
Go to Asset Management section in the QMS.
Select ‘Manage Assets’.
Click on archive icon “ “beside the asset that you want to archive.
To archive the asset click on “OK “or “Cancel “to cancel archiving.
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 19 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
19
SEARCH AN ASSET
Go to Asset Management section in the QMS.
Select ‘Manage Assets’.
Click on filter icon “ “at the top of the window, then select the search
criteria.
Fill the text field or select from the drop down list which depends on the
search criteria you will choose.
MANAGE ASSET CALIBRATION
This section explains how to log the calibration schedule and monitor the results.
ADD ASSET CALIBRATION RESULT:
Go to Asset Management section in the QMS.
Select ‘Manage Asset Calibration’.
Click on search sign" " then select asset tag from the drop down list.
(User can use filter to find a particular asset)
Click on create icon“ “.
Fill the mandatory fields with the red asterisk ‘*’ and any other fields you
have data for.
Click on “Save “to save the amended data or “Cancel” to cancel the changes.
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 20 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
20
Manage Asset Calibration Entry Fields
Below are the fields to be completed when managing asset calibration
EDIT ASSET CALIBRATION DETAILS
Field Name
Description
Purchase Order No.
Enter the purchase order number
Calibration Date
Select the calibration date form calendar
Calibration Due Date
Displayed automatically ( Calibration Date +Calibration
Frequency )
Calibration Supplier
To select a supplier, Click on search sign" " then
choose the type and select from the drop down list
Calibration Cost
Enter the cost value, The currency is predefined when
the asset is purchased
Calibration Result
Select the result from the drop down list
Trend
Check the box if the asset has trend
Comment/Action
Enter any related notes or actions should be taken
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 21 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
21
To edit any asset calibration details:
Click on search sign" " then select asset tag from the drop down list.
Click on edit icon“ “beside the calibration that you want to edit.
Modify the details.
Click on “Save “to save the amended data or “Cancel” to cancel the changes.
User can also do the following:
Change the status of the calibration by selecting from drop down list or add
new status by clicking on ( ) sign.
Change the document of the calibration by selecting from drop down list or
search and select document by clicking on ( ) sign.
DELETE ASSET CALIBRATION:
Click on search sign" " then select asset tag from the drop down list.
Click on delete icon “ “beside the calibration that you want to delete.
To delete the asset calibration click on “OK “or “Cancel “to cancel deleting.
*Click on refresh sign at the top of the page" " to refresh the data
MANAGE ASSET DEPRECIATION
This section explains how to add and monitor asset depreciation.
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 22 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
22
ADD DEPRECIATION FOR AN ASSET:
Go to Asset Management section in the QMS.
Select ‘Manage Asset depreciation’.
Click on search sign" " then select asset tag from the drop down list.
(User can use filter to find a particular asset)
Click on create icon“ “.
Fill the mandatory fields with the red asterisk ‘*’ and any other fields you
have data for.
Click on “Save “to save the amended data or “Cancel” to cancel the changes.
Manage Asset depreciation Entry Fields
Below are the fields to be completed when managing asset depreciation
Field Name
Description
Depreciation
Amount
Enter the depreciation amount and the currency is
predefined when the asset is purchased
Depreciation Date
Select the depreciation date form calendar
EDIT ASSET DEPRECIATION DETAILS:
To edit any asset depreciation details:
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 23 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
23
Click on search sign" " then select asset tag from the drop down list.
Click on edit icon“ “beside the depreciation that you want to edit.
Modify the details.
Click on “Save “to save the amended data or “Cancel” to cancel the changes.
DELETE ASSET DEPRECIATION:
Click on search sign" " then select asset tag from the drop down list.
Click on delete icon “ “beside the depreciation t that you want to delete.
To delete the depreciation click on “OK “or “Cancel “to cancel deleting.
*Click on refresh sign " " to refresh the data.
MANAGE ASSET ELECTRICAL TEST
This section explains how to log the electrical schedule and monitor the results.
ADD ASSET ELECTRICAL TEST RESULT:
Go to Asset Management section in the QMS.
Select ‘Manage Asset Electrical Test’.
Click on search sign" " then select asset tag from the drop down list.
(User can use filter to find a particular asset)
Click on create icon“ “.
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 24 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
24
Fill the mandatory fields with the red asterisk ‘*’ and any other fields you
have data for.
Click on “Save “to save the amended data or “Cancel” to cancel the changes.
Manage Asset Electrical Test Entry Fields
Below are the fields to be completed when managing asset electrical test
Field Name
Description
Purchase Order
No
Enter the purchase order number
Electrical Test
Date
Select the date from the calendar
Test Due Date
Displayed automatically ( Electrical Test Date
+Electrical Test Frequency )
Test Supplier
To select a supplier, Click on search sign" "
then choose the type and select from the drop
down list
Test Cost
Enter the cost value, The currency is predefined
when the asset is purchased
Test Result
Select the result from the drop down list
Trend
Check the box if the asset has trend
Comment/Action
Enter any related notes or actions should be
taken
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 25 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
25
EDIT ASSET ELECTRICAL TEST DETAILS
To edit any asset Electrical Test details:
Click on search sign" " then select asset tag from the drop down list
Click on edit icon“ “beside the electrical test that you want to edit.
Modify the details.
Click on “Save “to save the amended data or “Cancel” to cancel the changes
User can also do the following:
Change the status of the electrical test by selecting from drop down list or
add new status by clicking on ( ) sign
Change the document of the electrical test by selecting from drop down list
or search and select document by clicking on ( ) sign
DELETE ASSET ELECTRICAL TEST:
Click on search sign" " then select asset tag from the drop down list
Click on delete icon “ “beside the electrical test that you want to delete.
To delete the electrical test click on “OK “or “Cancel “to cancel deleting.
*Click on refresh sign " " to refresh the data.
MANAGE ASSET MAINTENANCE
This section explains how to log the maintenance schedule and monitor the results.
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 26 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
26
ADD ASSET MAINTENANCE RESULT:
Go to Asset Management section in the QMS.
Select ‘Manage Asset Maintenance’.
Click on search sign" " then select asset tag from the drop down list
(User can use the filter to find a particular asset).
Click on create icon“ “.
Fill the mandatory fields with the red asterisk ‘*’ and any other fields you
have data for.
Click on “Save “to save the amended data or “Cancel” to cancel the changes.
Manage Asset Maintenance Entry Fields
Below are the fields to be completed when managing asset maintenance
Field Name
Description
Purchase Order No
Enter the purchase order number
Maintenance Date
Select the date from the calendar
Maintenance Due
Date
Displayed automatically ( Maintenance Date
+Maintenance Frequency )
Maintenance
Supplier
To select a supplier, Click on search sign" " then
choose the type and select from the drop down list
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 27 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
27
EDIT ASSET MAINTENANCE DETAILS
To edit any Asset Maintenance details:
Click on search sign" " then select asset tag from the drop down list.
Click on edit icon“ “beside the maintenance that you want to edit.
Modify the details.
Click on “Save “to save the amended data or “Cancel” to cancel the changes.
User can also do the following:
Change the status of the maintenance by selecting from drop down list or
add new status by clicking on ( ) sign.
Change the document of the maintenance by selecting from drop down list or
search and select document by clicking on ( ) sign.
Maintenance Cost
Enter the cost value, The currency is predefined when
the asset is purchased
Maintenance Result
Select the result from the drop down list
Trend
Check the box if the asset has trend
Comment/Action
Enter any related notes or actions should be taken
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 28 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
28
DELETE ASSET MAINTENANCE:
Click on search sign" " then select asset tag from the drop down list.
Click on delete icon “ “beside the Maintenance that you want to delete.
To delete the Maintenance click on “OK “or “Cancel “to cancel deleting.
*Click on refresh sign " " to refresh the data.
REPORTS
ACQUISITION METHOD STATISTICS
In This section user can view a chart for the average of assets per acquisition
method.
In this dynamic report, the user can choose the fields that he wants to appear in the
chart by selecting from the drop down list of “display fields” that found at the top of
the page and then click on “ “ icon.
ASSETS BY OWNER
This section displays assets according to their owner as follows:
Select the owner from the drop down list.
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 29 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
29
All the assets related to the owner will appear directly.
In this dynamic report, the user can choose the fields that he wants to appear
in the chart by selecting from the drop down list of “display fields” that found
at the top of the page and then click on “ “ icon.
ASSETS BY SUPPLIER
This section displays assets according to their supplier as follows:
Select the supplier from the drop down list.
All the assets related to the supplier will appear directly.
In this dynamic report, the user can choose the fields that he wants to appear
in the chart by selecting from the drop down list of “display fields” that found
at the top of the page and then click on “ “ icon.
BILLING CATEGORY STATISTICS
In this section user can view a chart for the average of assets per billing category.
In this dynamic report, the user can choose the fields that he wants to appear in the
chart by selecting from the drop down list of “display fields” that found at the top of
the page and then click on “ “ icon.
CALIBRATION STATUS STATISTICS
In this section user can view a chart for the average of assets per calibration status.
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 30 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
30
In this dynamic report, the user can choose the fields that he wants to appear in the
chart by selecting from the drop down list of “display fields” that found at the top of
the page and then click on “ “ icon.
ELECTRICAL TEST STATUS STATISTICS
In this section user can view a chart for the average of assets per electrical test
status.
In this dynamic report, the user can choose the fields that he wants to appear in the
chart by selecting from the drop down list of “display fields” that found at the top of
the page and then click on “ “ icon.
LIST OF ASSETS
This section displays all assets; different filter criteria can be used (category, status,
organization unit and record mode).
User can export the report.
Click on export icon" "to export the data into different format (Xls.
PDF...)
You can use varying criteria as follows:
Click on filter icon “ “at the top of the window, then choose the search
criteria you want.
Select from the drop down list and click on next icon" ".
To clear the result of filtration click on delete filter icon" ".
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 31 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
31
In this dynamic report, the user can choose the fields that he wants to appear
in the table by selecting from the drop down list of “display fields” that found
at the top of the page and then click on “ “ icon.
LIST OF ASSETS BY CATEGORY
This section displays all assets according to their category; different filter criteria can
be used (category, status, organization unit and record mode).
User can export the report.
Click on export icon" "to export the data into different format (Xls.
PDF...)
You can use varying criteria as follows:
Click on filter icon “ “at the top of the window, then choose the search
criteria you want.
Select from the drop down list and click on next icon" ".
To clear the result of filtration click on delete filter icon" ".
In this dynamic report, the user can choose the fields that he wants to appear
in the table by selecting from the drop down list of “display fields” that found
at the top of the page and then click on “ “ icon.
ID
QMSrs-002-E-AsM-WI
Title:
QMSrs Asset Management Work Instruction
DCR ID
DCR-004
Issue No.
4
Date:
1/1/2017
PAGE 32 of 32
© 2017 QMS Resourcing Services Ltd Confidential Uncontrolled in Print
32
QUALITY RECORDS AND ARCHIVES
Reference
Record Description
Location
Retention
QMSrs Tool
Quality Records
http://www.qmsrs.org
5 Years
